Wealth Management Specialist

Recruit Success Pte. Ltd.; Singapore; Hybrid; SGD 40,176 - 66,960; Full time

Benefits offered by this job

Work from home option

Sponsored certifications

Trips to exotic destinations

Overseas conferences

Career progression to team lead

Job summary

Recruit Success Pte. Ltd. in Singapore seeks professionals to provide wealth and financial solutions for B2B and B2C clients, building Mass Affluent and HNW relationships while planning estates and managing portfolios.

The role includes 1:1 mentorship, a 3-month comprehensive training program, and fully sponsored certifications, with opportunities for rapid progression and overseas learning experiences.

Qualifications

• Experience in wealth management or advisory is a plus.
• Ability to build and manage client relationships across segments.
• Strong communication and presentation skills.

Responsibilities

• Provide wealth & financial solutions for B2B and B2C.
• Grow, build and manage Mass Affluent and HNW Clients.
• Business succession and valuation planning.
• Investment Portfolio Management and Estate Planning and Execution.
• Establish long term enriching relationships with clients.
• Develop risk and wealth management strategies for clients.

Skills

Wealth management

Client relationship

Sales & advisory

Financial services knowledge

Education

A Levels/IB Diploma/Polytechnic Diploma or Degree

Higher education in any field

Job description

• Exciting Convention Destinations for qualifiers yearly


• Experienced candidates in the financial services sector are welcome to apply and transition allowances will be provided.

This Role Can Get

• Up to $6000 fixed monthly allowance


• Uncapped commission


• Lifetime passive income


• Fully sponsored certifications


• Exciting Convention Destinations for qualifiers yearly


• Experienced candidates in the financial services sector are welcome to apply and transition allowances will be provided.

Job Description

• Providing wealth & financial solutions for B2B and B2C


• Grow, build and manage Mass Affluent and HNW Clients


• Business succession and valuation planning


• Investment Portfolio Management and Estate Planning and Execution


• Establish long term enriching relationship with clients


• Develop risk and wealth management strategies for clients

Training & Support

• 1:1 mentorship guidance


• 3 months comprehensive training program by successful leaders


• Business development & digital support for client building

Incentive

• Robust working environment (option to work from home)


• Company fully sponsored trips to exciting and exotic destinations


• Career progression to be a team lead within 1-2 year


• Team building incentives


• Overseas learning conferences

Requirements

• Possesses full working rights in Singapore, no sponsorship


• A Level or IB/ Polytechnic Diploma or Degree & higher in any field

No experience is welcomed to apply as full training and mentorship will be provided.

Who Is Suitable To Apply

• No experience and people with drive to succeed.


• Mid career switchers looking to build a business and having control over your remuneration and time.


• Experienced candidates in the financial sectors are welcome to apply. Attractive transitional allowances will be provided.